LODHA Lodha Developers Q1 FY26 results (Apr–Jun 2025) and concall
Lodha delivered best-ever Q1 presales of INR 44.5 billion despite two weeks of India-Pakistan geopolitical tension in May. The company achieved exceptional business development of INR 227 billion GDV, front-loading over 90% of full-year guidance. Environmental clearance delays since August 2024 are expected to be resolved by the Supreme Court this quarter. Management is bullish on mid-income demand driven by rate cuts and income tax cuts, targeting a new base of INR 50 billion quarterly presales. NCR entry planned within 12 months.
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What they filed
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 |
|---|---|---|---|---|
| Revenue | 2,626 | 4,083 | 4,224 | 3,492 |
| EBITDA | 704 | 1,306 | 1,220 | 984 |
| Net profit | 423 | 945 | 923 | 675 |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
